Wayfair Inc. (W) Stock: Price, Forecast & Analyst Target
Wayfair Inc. (W) — MoonshotScore 33/100 (Weak band), calculated Oct 4, 2026. Price $101.25 (-0.12%), as of the Oct 2, 2026 trading session; market cap $13.9B. Expected results Nov 4, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Market value / cash and short-term investments: 12.16× (market value Oct 2, 2026; cash Jun 30, 2026) · expected results Nov 4, 2026
Wayfair Inc. · W · NYSE · Consumer Cyclical · Specialty Retail
Research dated 2026-09-13: Wayfair sells furniture, décor, kitchenware and renovation products through home-focused online storefronts including Wayfair, Joss & Main, AllModern, Birch Lane and Perigold. Its financial case depends on converting renewed sales growth and operating profit into durable net income and cash generation while debt remains well above cash.
Price as of Oct 2, 2026
Key Statistics
MoonshotScore v2 · Wayfair (W)
WeakWhy this rating? Method, drivers & history
Bands for the MoonshotScore: Exceptional 80-100 · Strong 65-79 · Fair 45-64 · Weak below 45.
- Business Quality — Is this a genuinely good business?
- Financial Safety — Could this blow up on me?
- Valuation — Am I paying a fair price?
- Growth Durability — Is the growth real and likely to last?
- Momentum — Is the market already moving on this?
High quality, but a fragile balance sheet — yet price is running hot, well ahead of those stalled fundamentals; treat the move with suspicion, not chase. Business Quality: Solid; Financial Safety: Fragile; Valuation: Bubble; Growth Durability: Flat; Momentum: Surging.
- quarterly revenue $3.52B (Q2 FY2026, quarter ended Jun 2026)
- EPS beat 6 of 8
- Altman Z 3.04 · Piotroski F 4
Holding back: balance-sheet strain, a rich price
Helping: business quality, positive momentum
What has the MoonshotScore done over time?
| Recorded | Score | Band |
|---|---|---|
| 33 | Weak | |
| 32 | Weak | |
| 33 | Weak | |
| 33 | Weak | |
| 33 | Weak | |
| 33 | Weak |
The score was 33 in the stored Oct 3, 2026 snapshot and remains 33 in the current publication computed Oct 4, 2026 (0).
Calculation uses the most recent completed US trading session. Live price changes do not update the score immediately.
Computed · Educational signal · not a buy or sell recommendation · How the MoonshotScore is computed →
Price & valuation
| Measure | Value |
|---|---|
| Latest provided price | $101.25 |
| Change on the day | -0.12% |
| 52-week range | $55.60–$119.98 |
| Market capitalisation | $13.9B |
| Shares traded on the day | 2.21M |
| Beta (volatility vs the S&P 500) | 3 |
Price & events
Triangles mark reported quarters on the line: pointing up is above the recorded estimate, down is below, a diamond means no estimate on file. Numbers key to the dated list. Point at or tab to any week for its close.
Events behind the price
- · Earnings results · above the recorded estimate
- · Earnings results · above the recorded estimate
- · Earnings results · in line with the recorded estimate
- · Earnings results · above the recorded estimate
Results dates follow the earnings feed; call dates follow the transcript provider. Nearby dates do not establish that an event caused a price move.
Upcoming events
The provider's estimated date can change.
What to watch nextOther perspectives
Council score for Wayfair (W): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
5-Factor Breakdown
Legends Council
5 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 26, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Sep 10, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Sep 10, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 5, 2026, except a card that shows its own read date.
Watch the W film — every key number, told as a short cinematic story
~2 min · open the film
What is Wayfair (W), and what does it report?
Short answer · as of
Wayfair is an online home retailer, not a furniture manufacturer or a broad general-merchandise marketplace. Customer purchases across its branded storefronts drive revenue, so results reflect demand for home products, merchandising reach and the economics of fulfilling that demand.
Research dated 2026-09-13.
Wayfair is an online home retailer, not a furniture manufacturer or a broad general-merchandise marketplace. Customer purchases across its branded storefronts drive revenue, so results reflect demand for home products, merchandising reach and the economics of fulfilling that demand.
The United States supplies the vast majority of revenue, with international operations contributing a much smaller share. That reporting shape makes domestic home-spending conditions far more consequential than the international segment.
What do the latest results show for Wayfair (W)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $3.52B.
Research dated 2026-09-13.
Annual revenue returned to growth while the net loss narrowed substantially. In the latest quarter, revenue and gross profit rose from the comparable period, operating income expanded sharply and the net loss moved close to break-even.
Higher sales lifted gross profit, but operating income improved much faster than revenue even as selling, general and administrative expense increased. The latest release also exceeded revenue and earnings expectations, extending a recent run of stronger-than-expected reported earnings.
Where is operating spending going?
Revenue alongside research and development, selling, general and administrative expenses, and the FMP standardized operating result.
- Latest quarter · revenue
- $3.52B Jun 30, 2026
- Latest quarter · SG&A
- $948.00M Jun 30, 2026
- Latest quarter · FMP standardized operating result
- $104.00M Jun 30, 2026
| Period end | Revenue | R&D | SG&A | FMP standardized operating result |
|---|---|---|---|---|
| Jun 30, 2026 | $3.52B | Not available | $948.00M | $104.00M |
| Mar 31, 2026 | $2.93B | Not available | $753.00M | $13.00M |
| Dec 31, 2025 | $3.34B | Not available | $816.00M | $69.00M |
| Sep 30, 2025 | $3.12B | Not available | $775.00M | $38.00M |
USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow.
Did results meet expectations?
Reported earnings and revenue alongside the estimates recorded by the provider.
- Latest report · revenue
- $3.52B Aug 4, 2026
- Latest report · revenue estimate
- $3.47B Aug 4, 2026
- Latest report · revenue vs estimate
- Above estimate Aug 4, 2026
- Latest report · EPS vs estimate
- Above estimate Aug 4, 2026
| Report date | Revenue · reported | Revenue · estimate | EPS · reported | EPS · estimate |
|---|---|---|---|---|
| Aug 4, 2026 | $3.52B | $3.47B | $0.9500 | $0.9040 |
| Apr 30, 2026 | $2.93B | $2.89B | $0.2600 | $0.2600 |
| Feb 19, 2026 | $3.34B | $3.30B | $0.8500 | $0.6400 |
| Oct 28, 2025 | $3.12B | $3.30B | $0.7000 | $0.4600 |
Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $3.52B | -$1M | -$0.01 (diluted) |
| Q1 FY2026 | $2.93B | -$105M | -$0.80 (diluted) |
| Q4 FY2025 | $3.34B | -$116M | -$0.89 (diluted) |
| Q3 FY2025 | $3.12B | -$99M | -$0.76 (diluted) |
What are the financial strengths and risks for Wayfair (W)?
Short answer
Cash and short-term investments were $1.14B at the Jun 30, 2026 balance-sheet date. Operating cash flow was $360.00M for the quarter ended Jun 30, 2026, meaning operations generated cash. These figures do not establish a cash runway.
Research dated 2026-09-13.
Wayfair has meaningful cash and short-term investments, and recent operating cash flow was strong. Cash generation remains uneven across quarters, however, and the cash balance has declined over the reported window despite the latest recovery.
Debt substantially exceeds cash, total liabilities are heavy and short-term liquidity ratios remain below full coverage. A renewed decline in home-product demand could therefore compress gross profit and cash generation while leaving financing obligations largely unchanged.
How much cash does the business generate or use?
Quarterly operating cash flow shows cash generated or used by operations.
- Latest quarter · operating cash flow
- $360.00M Jun 30, 2026
- Previous quarter · operating cash flow
- −$52.00M Mar 31, 2026
| Period end | Operating cash flow | Capital expenditure (reported) |
|---|---|---|
| Jun 30, 2026 | $360.00M | $3.00M |
| Mar 31, 2026 | −$52.00M | −$54.00M |
| Dec 31, 2025 | $202.00M | −$57.00M |
| Sep 30, 2025 | $155.00M | −$62.00M |
Operating cash-flow bars share one scale and show magnitude; negative values mean cash used.
USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway.
What should you watch next at Wayfair (W)?
Short answer · as of
The next earnings report is expected on Nov 4, 2026.
Research dated 2026-09-13.
The next earnings release needs to preserve revenue momentum while showing that operating profit can remain positive without renewed expansion in selling, general and administrative expense. Gross profit conversion matters more than another isolated earnings surprise.
Operating cash flow and the cash balance deserve equal attention because recent inflows have varied sharply between quarters and debt remains well above liquid resources. The geographic mix is another useful check: broad improvement would be more convincing if the smaller international operation contributes alongside the dominant United States business.
Longer-range analyst estimates assume continuing revenue growth and rising earnings. Progress toward that path requires sustained operating profitability rather than dependence on favorable individual quarters.
How does Wayfair compare with its peers?
Short answer
Wayfair's score ranks 13th of 13 in the bounded comparison shown, against 12 same-model peers. These are company scores, not expected investment returns. The set lists named competitors first, then companies in the same data-provider industry classification closest in market value; that classification is the provider's, not our judgment of business similarity.
Research dated 2026-09-13.
Wayfair differs from store-led furniture retailers through the breadth of its online home assortment and its portfolio of distinct storefronts. It also differs from general ecommerce retailers because the catalog is concentrated on the home, tying demand more directly to furniture, décor, kitchenware and renovation purchases.
Its scale is predominantly domestic, while the international segment remains comparatively small. Investors comparing Wayfair with similar retailers should therefore focus on online home-category demand, operating conversion and fulfillment economics rather than treating geographic diversification as the main stabilizer.
| Company | Price | Market value | Score |
|---|---|---|---|
| $44.25 Oct 2, 2026 | $10.4B | 90 5-pillar Oct 4, 2026 | |
| $87.97 Oct 2, 2026 | $18.5B | 88 5-pillar Oct 4, 2026 | |
| $543.69 Oct 2, 2026 | $23.4B | 87 5-pillar Oct 4, 2026 | |
| $64.57 Oct 2, 2026 | $17.6B | 79 5-pillar Oct 4, 2026 | |
| $515.02 Oct 2, 2026 | $9.51B | 77 5-pillar Oct 4, 2026 | |
| $136.61 Oct 2, 2026 | $12.8B | 75 5-pillar Oct 4, 2026 | |
| $24.70 Oct 2, 2026 | $11.1B | 70 5-pillar Oct 4, 2026 | |
| $18.17 Oct 2, 2026 | $7.52B | 66 5-pillar Oct 4, 2026 | |
| $31.09 Oct 2, 2026 | $16.3B | 62 5-pillar Oct 4, 2026 | |
| $617.76 Oct 2, 2026 | $22.9B | 62 5-pillar Oct 4, 2026 | |
| $127.24 Oct 2, 2026 | $17.5B | 57 5-pillar Oct 4, 2026 | |
| $136.08 Oct 2, 2026 | $11.6B | 55 5-pillar Oct 4, 2026 | |
| Wayfair (W) — this page | $101.25 | $13.9B | 33 |
Only 5-pillar scores are ranked together. Other models are not directly comparable. Price and score dates are shown separately; market-value dates are unavailable.
The records behind this page
Analyst targets & estimates
What analysts have on file
- Price target, low to high
- $75.00 – $135.00
- Consensus target
- $114.06
- Median target
- $117.00
Consensus record · Captured .
Measured against a quoted price of $101.25 (as of Oct 2, 2026).
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 14, 2026
- Transactions
- 76
- Identified insiders
- 7
- Purchases
- 0
- Sales
- 46
- Other transactions
- 30
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
Who holds the shares?
Institutional ownership reported through 13F filings.
- Institutional ownership
- 92.8% Period end Jun 30, 2026
- Previous quarter · ownership
- 94.2% Prior to period end Jun 30, 2026
- Reporting holders
- 515 Period end Jun 30, 2026
- Previous quarter · holders
- 507 Prior to period end Jun 30, 2026
| Holders in provider snapshot | Shares |
|---|---|
| Fmr LLC | 16,277,047 |
| Capital World Investors | 11,177,483 |
| Blackrock, INC. | 5,035,150 |
| Vanguard Capital Management LLC | 4,776,475 |
| Renaissance Technologies LLC | 4,514,426 |
Quarterly filings lag the period end. Holder rows are names in the provider snapshot, not a verified ranking; individual filing dates are not supplied. Related managers may appear separately, so these positions are not summed. Holder snapshot as of Jun 30, 2026.
What Investors Ask About Wayfair (W) — Consumer Cyclical
Research dated 2026-09-13; the answers below are from that research, and the full attribution is under Sources. The last 2 questions are answered from this page's own dated data, not from the research.
What do Joss & Main, AllModern, Birch Lane and Perigold add to Wayfair?
They are dedicated online storefronts within Wayfair’s home catalog, giving the company multiple brand identities through which to sell furniture, décor, kitchenware and renovation products.
Why is Wayfair’s United States segment so important?
The United States contributes the vast majority of segment revenue, making domestic home-product demand the primary influence on consolidated sales.
How can Wayfair generate cash while still reporting net losses?
Recent quarters show sizable operating cash inflows alongside accounting losses. That divergence allows cash conversion to outpace reported profitability during stronger quarters, but periodic operating outflows make the pattern uneven.
Has Wayfair’s improving operating result resolved its debt pressure?
Debt remains far above cash and short-term investments, while liquidity ratios remain below full coverage. Better operating income and cash generation reduce pressure only if they persist across weaker as well as stronger quarters.
What is the W stock price today?
The last price recorded on this page for Wayfair Inc. (W) is $101.25, as of the Oct 2, 2026 trading session (source: Financial Modeling Prep (FMP) · quote). It is a provider snapshot, not a live exchange feed, so check a brokerage quote before you trade.
What is the W price target?
The analyst consensus price target for Wayfair Inc. (W) is $114.06 (range $75.00 to $135.00, median $117.00), per FMP data captured Oct 4, 2026. Targets are analyst opinions and change often; they are not a Stock Expert AI forecast.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Research written by Codex (gpt-5.6-sol) on 2026-09-13. AI-authored analysis; source dates are shown with each answer. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (77 figures)
The 77 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
OFFICIAL — 1 fact from SEC filings and earnings calls
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
id.hq | SEC filing business address | Boston, MA | OFFICIAL | SEC EDGAR filer business address — The SEC filer business address. Our market-data provider separately lists "4 Copley Place, Boston, MA, 02116, US". |
FMP — 69 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Nov 4, 2026 | FMP | Financial Modeling Prep (FMP) earnings calendar — The date is our provider's estimate until the company confirms it. | |
px.last | Latest provided price | $101.25 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-04T20:54:54.614Z. | |
px.change | Change on the day | -0.12% | FMP | Financial Modeling Prep (FMP) · quote | |
px.mcap | Market capitalisation | $13.9B | FMP | Financial Modeling Prep (FMP) · quote — Date unknown Market cap record date: 2026-10-02. FMP quote timestamp: 2026-10-02T20:00:03.000Z. Captured from FMP at 2026-10-04T20:54:53.037Z. No share-count basis is inferred; this page preserves the reported amount instead of recalculating it from shares. | |
px.change_abs | Change on the day, in dollars | −$0.12 | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $3.52B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
px.range52 | 52-week range | $55.60–$119.98 | FMP | Financial Modeling Prep (FMP) quote | |
px.volume | Shares traded on the day | 2.21M | FMP | Financial Modeling Prep (FMP) · quote | |
px.beta | Beta | 3 | FMP | Financial Modeling Prep (FMP) company profile | |
id.ceo | Chief executive | Niraj S. Shah | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.founder | Founder named in the filing | Steven K. Conine — Co-Founder & Co-Chairman | FMP | Financial Modeling Prep (FMP) key executives (proxy-derived) — Titles and pay come from the company's proxy statement as our provider parsed it. | |
id.employees | Employees | 11,800 | FMP | Financial Modeling Prep (FMP) employee count, from the company's filing | |
fin.annual | Revenue and net result by fiscal year | 5 fiscal years, FY2021 through FY2025: FY2021 revenue $13.71B, net result −$131.00M; FY2022 revenue $12.22B, net result −$1.33B; FY2023 revenue $12.00B, net result −$738.00M; FY2024 revenue $11.85B, net result −$492.00M; FY2025 revenue $12.46B, net result −$313.00M | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements | |
fin.rev_mix | Reported revenue segments | US Segment $10.97B · International Segment $1.48B | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K | |
fin.gross_margin | Gross margin (trailing twelve months) | 30.1% | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm — A ratio our provider could not compute is absent rather than shown as zero. | |
fin.q_table.depth.2026-06-30.revenue_k | Revenue — period end 2026-06-30 | $3.52B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.sga_k | SG&A — period end 2026-06-30 | $948.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-06-30.operating_result_k | FMP standardized operating result — period end 2026-06-30 | $104.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.revenue_k | Revenue — period end 2026-03-31 | $2.93B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.sga_k | SG&A — period end 2026-03-31 | $753.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2026-03-31.operating_result_k | FMP standardized operating result — period end 2026-03-31 | $13.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.revenue_k | Revenue — period end 2025-12-31 | $3.34B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.sga_k | SG&A — period end 2025-12-31 | $816.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-12-31.operating_result_k | FMP standardized operating result — period end 2025-12-31 | $69.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.revenue_k | Revenue — period end 2025-09-30 | $3.12B | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.sga_k | SG&A — period end 2025-09-30 | $775.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
fin.q_table.depth.2025-09-30.operating_result_k | FMP standardized operating result — period end 2025-09-30 | $38.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements — Quarterly statement note |
earn.history.depth.2026-08-04.revenue_actual | Revenue · reported — report date 2026-08-04 | $3.52B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-04.revenue_estimated | Revenue · estimate — report date 2026-08-04 | $3.47B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-04.eps_actual | EPS · reported — report date 2026-08-04 | $0.9500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-08-04.eps_estimated | EPS · estimate — report date 2026-08-04 | $0.9040 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.revenue_actual | Revenue · reported — report date 2026-04-30 | $2.93B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.revenue_estimated | Revenue · estimate — report date 2026-04-30 | $2.89B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.eps_actual | EPS · reported — report date 2026-04-30 | $0.2600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-04-30.eps_estimated | EPS · estimate — report date 2026-04-30 | $0.2600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-19.revenue_actual | Revenue · reported — report date 2026-02-19 | $3.34B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-19.revenue_estimated | Revenue · estimate — report date 2026-02-19 | $3.30B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-19.eps_actual | EPS · reported — report date 2026-02-19 | $0.8500 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2026-02-19.eps_estimated | EPS · estimate — report date 2026-02-19 | $0.6400 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-28.revenue_actual | Revenue · reported — report date 2025-10-28 | $3.12B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-28.revenue_estimated | Revenue · estimate — report date 2025-10-28 | $3.30B | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-28.eps_actual | EPS · reported — report date 2025-10-28 | $0.7000 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
earn.history.depth.2025-10-28.eps_estimated | EPS · estimate — report date 2025-10-28 | $0.4600 | Report date · | FMP | Financial Modeling Prep (FMP) earnings — Earnings-history note |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
fin.cash_investments | Cash and short-term investments | $1.14B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. | |
fin.opcf_latest | Latest-quarter operating cash flow | $360.00M | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Period end: 2026-06-30. Negative operating cash flow means cash used. This figure is not a cash-runway estimate. | |
fin.long_term_investments | Long-term investments (classification unverified) | $0.00 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.total_debt | Total debt | $3.48B | FMP | Financial Modeling Prep (FMP), from the company's balance sheet — Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | |
fin.opcf.depth.2026-06-30.operating_cash_flow_m | Operating cash flow — period end 2026-06-30 | $360.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.operating_cash_flow_m | Operating cash flow — period end 2026-03-31 | −$52.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-06-30.capex_m | Capital expenditure (reported) — period end 2026-06-30 | $3.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2026-03-31.capex_m | Capital expenditure (reported) — period end 2026-03-31 | −$54.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.operating_cash_flow_m | Operating cash flow — period end 2025-12-31 | $202.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-12-31.capex_m | Capital expenditure (reported) — period end 2025-12-31 | −$57.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.operating_cash_flow_m | Operating cash flow — period end 2025-09-30 | $155.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
fin.opcf.depth.2025-09-30.capex_m | Capital expenditure (reported) — period end 2025-09-30 | −$62.00M | Period end · | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements — Cash-flow note |
earn.pt_range | Analyst price target, low to high | $75.00 – $135.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_consensus | Consensus analyst price target | $114.06 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
earn.pt_median | Median analyst price target | $117.00 | FMP | Financial Modeling Prep (FMP) · price-target consensus — Captured Oct 4, 2026 · Coverage not supplied | |
own.insiders | Insider transactions via FMP | 76 transactions · 0 purchases, 46 sales, 30 other transactions · 7 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 14, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. | |
own.institutions.depth.ownership_pct | Institutional ownership | 92.8% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.ownership_pct_previous_quarter | Previous quarter · ownership | 94.2% | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.institutions.depth.holders | Reporting holders | 515 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Period end Jun 30, 2026 | |
own.institutions.depth.holders_previous_quarter | Previous quarter · holders | 507 | FMP | Financial Modeling Prep (FMP) institutional ownership summary, from 13F filings — 13F filings are quarterly and lag the quarter end by up to 45 days. Prior to period end Jun 30, 2026 | |
own.top_holders.depth.holder_0.shares | Fmr LLC — shares in provider snapshot | 16,277,047 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_1.shares | Capital World Investors — shares in provider snapshot | 11,177,483 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_2.shares | Blackrock, INC. — shares in provider snapshot | 5,035,150 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_3.shares | Vanguard Capital Management LLC — shares in provider snapshot | 4,776,475 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. | |
own.top_holders.depth.holder_4.shares | Renaissance Technologies LLC — shares in provider snapshot | 4,514,426 | FMP | Financial Modeling Prep (FMP) institutional holders, from 13F filings — Provider snapshot as of 2026-06-30; individual filing date not supplied. |
UNRECORDED — 2 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.history | Reported versus estimated, recent quarters | EPS beat 6 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-17 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 3.04 · Piotroski F 4 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 |
COMPUTED — 3 facts from our arithmetic, formula restated
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
fin.mcap_to_cash | Market value per dollar of cash and short-term investments | 12.16× | — | COMPUTED | Computed on this page from the figures above — The market capitalisation printed on this page divided by cash and short-term investments of $1.14B at Jun 30, 2026. Long-term investments are excluded and remain unclassified. Restrictions on cash and short-term investments require separate review. Market cap record date: 2026-10-02. Balance-sheet reference date: 2026-06-30. The inputs do not establish a single common source date for this ratio. |
earn.history.depth.2026-08-04.revenue_actual.comparison | Latest report · revenue vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported revenue ($3.52B) with the recorded estimate ($3.47B) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
earn.history.depth.2026-08-04.eps_actual.comparison | Latest report · EPS vs estimate | Above estimate | Report date · | COMPUTED | Computed from Financial Modeling Prep (FMP) earnings — Earnings-history note — Method: compare reported EPS ($0.9500) with the recorded estimate ($0.9040) at displayed precision. Equal displayed values are in line. This compares reported results with recorded estimates, not investment returns. |
OURS — 2 facts from Stock Expert AI's own score and rank
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
ours.moonshot | MoonshotScore v2 | 33 of 100 · Weak · pillars 69 / 6 / 19 / 59 / 89 | OURS | Stock Expert AI MoonshotScore v2 engine | |
ours.moonshot_change | MoonshotScore movement | 33 (stored snapshot Oct 3, 2026) → 33 (current publication computed Oct 4, 2026) (0) | OURS | Stock Expert AI current score publication and immutable score snapshots |
Fact-family notes
- Quarterly statement note. Source series as of 2026-06-30. USD. The operating result is the FMP-standardized value supplied by FMP; it may differ from a filing’s GAAP loss from operations when the provider classifies separately presented items differently. It is not net income or cash flow. Applies to Fact IDs:
fin.q_table.depth.2026-06-30.revenue_k,fin.q_table.depth.2026-06-30.sga_k,fin.q_table.depth.2026-06-30.operating_result_k,fin.q_table.depth.2026-03-31.revenue_k,fin.q_table.depth.2026-03-31.sga_k,fin.q_table.depth.2026-03-31.operating_result_k,fin.q_table.depth.2025-12-31.revenue_k,fin.q_table.depth.2025-12-31.sga_k,fin.q_table.depth.2025-12-31.operating_result_k,fin.q_table.depth.2025-09-30.revenue_k,fin.q_table.depth.2025-09-30.sga_k,fin.q_table.depth.2025-09-30.operating_result_k. - Earnings-history note. Source series as of 2026-08-04. Dates are report dates, not fiscal period ends. Revenue is in USD; EPS is USD per share, rounded to four decimals. The earnings feed does not establish a basic, diluted or adjusted basis. Earnings-feed EPS may differ from statement EPS; the two series are not combined. Applies to Fact IDs:
earn.history.depth.2026-08-04.revenue_actual,earn.history.depth.2026-08-04.revenue_estimated,earn.history.depth.2026-08-04.revenue_actual.comparison,earn.history.depth.2026-08-04.eps_actual.comparison,earn.history.depth.2026-08-04.eps_actual,earn.history.depth.2026-08-04.eps_estimated,earn.history.depth.2026-04-30.revenue_actual,earn.history.depth.2026-04-30.revenue_estimated,earn.history.depth.2026-04-30.eps_actual,earn.history.depth.2026-04-30.eps_estimated,earn.history.depth.2026-02-19.revenue_actual,earn.history.depth.2026-02-19.revenue_estimated,earn.history.depth.2026-02-19.eps_actual,earn.history.depth.2026-02-19.eps_estimated,earn.history.depth.2025-10-28.revenue_actual,earn.history.depth.2025-10-28.revenue_estimated,earn.history.depth.2025-10-28.eps_actual,earn.history.depth.2025-10-28.eps_estimated. - Cash-flow note. Source series as of 2026-06-30. USD. Negative operating cash flow means cash used. Capital expenditure keeps the provider’s reported sign; it is not added here to estimate free cash flow or runway. Applies to Fact IDs:
fin.opcf.depth.2026-06-30.operating_cash_flow_m,fin.opcf.depth.2026-03-31.operating_cash_flow_m,fin.opcf.depth.2026-06-30.capex_m,fin.opcf.depth.2026-03-31.capex_m,fin.opcf.depth.2025-12-31.operating_cash_flow_m,fin.opcf.depth.2025-12-31.capex_m,fin.opcf.depth.2025-09-30.operating_cash_flow_m,fin.opcf.depth.2025-09-30.capex_m.
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Sources used for research written 2026-09-13
Historical evidence preserved with this analysis. Current figures are listed separately above.
| Evidence | Captured value | Source date | Source type | Source |
|---|---|---|---|---|
| Business description | Wayfair Inc. operates as a leading e-commerce enterprise, conducting its retail activities both across the United States and internationally. The company boasts an extensive catalog featuring approximately 33 million distinct products for the home sector, distributed under a variety of proprietary brands. Through its dedicated online platforms, which include Wayfair, Joss & Main, AllModern, Birch Lane, and Perigold, customers can browse and purchase a wide array of items, from furniture and decorative accents to kitchenware and home renovation supplies. Established in 2002, Wayfair Inc. maintains its corporate headquarters in Boston, Massachusetts. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Sector / industry (provider taxonomy) | Consumer Cyclical / Specialty Retail The company's SEC filings classify it under SIC 5961 — Retail-Catalog & Mail-Order Houses. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) company profile |
| Annual revenue and net result (USD millions) | Captured record · 5 entries
| 2025-12-31 | FMP | Financial Modeling Prep (FMP), from the company's 10-K income statements |
| Quarterly income statement (USD thousands) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q and 10-K income statements |
| Operating cash flow by quarter (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's 10-Q cash-flow statements |
| Cash, investments and debt | Total debt: $3.48B; Liquidity basis: cash and short-term investments; Total liabilities: $5.77B; Cash and short-term investments: $1.14B; Cash and investments: $1.14B; Long-term investments: $0; Long-term investments classification: unclassified Long-term investments are shown separately; their marketability is not established by the provider field. The cash and short-term investment balance does not establish unrestricted availability. | 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's balance sheet |
| Revenue by segment | US Segment: $10.97B; International Segment: $1.48B | 2025-12-31 | FMP | Financial Modeling Prep (FMP) revenue segmentation, from the company's 10-K |
| Trailing twelve-month ratio set | Quick ratio: 0.71; Current ratio: 0.74; Debt to equity: -1.25; Net margin: -2.5%; Gross margin: 30.1%; Operating margin: 1.7%; Return on assets: -10.8%; Return on equity: 11.5% Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. A ratio our provider could not compute is absent rather than shown as zero. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) key-metrics-ttm + ratios-ttm |
| Reported versus estimated, last 8 quarters | Captured record · 8 entries
| 2026-08-04 | FMP | Financial Modeling Prep (FMP) earnings |
| Cash and investment components | Total basis: cash short and long-term investments; Total: $1.14B; Cash and short-term investments: $1.14B; Long-term investments: $0; Long-term investments classification: unclassified Sums the balance sheet's cash and short-term investments with its long-term investments.; The long-term investment field does not establish marketability; the sum is not a measure of available liquidity.; These provider fields do not establish investment access restrictions or explain differences from third-party cash figures. | 2026-06-30 | COMPUTED | Computed from the balance sheet |
| Cash and short-term investments over time (USD millions) | Captured record · 8 entries
| 2026-06-30 | FMP | Financial Modeling Prep (FMP), from the company's quarterly balance sheets |
| Cash decline over the reported window | To: 2026-06-30; From: 2024-09-30; Periods: 7; Cash basis: cash and short-term investments; Closing balance: $1.14B; Decline: $185.00M; Opening balance: $1.33B; Average change per period: $26.40M Change in cash, cash equivalents and short-term investments between the 2024-09-30 and 2026-06-30 balance sheets.; This is a balance change, not operating burn: financing and investing move it too.; Averaged over 7 reporting periods of unequal length. | 2026-06-30 | COMPUTED | Computed from reported balances |
| Cash against market value | As of: 2026-06-30; Cash basis: cash and short-term investments; Net cash: -$2.33B; Total debt: $3.48B; Cash and investments: $1.14B Price-based multiples captured at research time are not repeated here; the page shows each once, from current figures with their own dates. Cash is the latest reported cash and short-term investment balance; long-term investments are excluded. Market capitalization is the latest provider value.; The reported balance does not establish unrestricted availability or liquidation value.; The two are measured on different dates — the balance sheet is a quarter-end, the market cap is a recent close.; Debt is total debt as reported, including operating lease liabilities where the filer includes them. | 2026-06-30 | COMPUTED | Computed from the balance sheet and the latest market capitalization |
| Next earnings report | Date: 2026-10-27; EPS estimate: $0.82 per share; Revenue estimate: $3.36B The date is our provider's estimate until the company confirms it. | 2026-09-13 | FMP | Financial Modeling Prep (FMP) earnings calendar |
| Analyst revenue and earnings estimates (average) | Captured record · 4 entries
| 2026-09-13 | FMP | Financial Modeling Prep (FMP) analyst estimates |
Data provided for informational purposes only.